Filing status
- Accounts due
- 30 September 2027
- Last accounts
- 31 December 2025
- Conf. stmt due
- 13 May 2027
- Last conf. stmt
- 29 April 2026
Cooper Associates Wealth Management Limited
- Incorporated
- 29 April 2009 (17 years)
- Previously known as
- Cooper Associates Ifa Limited (until 24 November 2009)This list may be incomplete. See all names on Companies House
- Industry
- Financial intermediation not elsewhere classified (64999)
- Owned by
- Accounts type
- Audit exemption subsidiary
- Region
- South West
- Address
- 40 St James BuildingsSt James StreetTauntonTA1 1JR
Charges
- Total
- 1
- Outstanding
- 0
- Part satisfied
- 0
- Satisfied
- 1
Officers 4 active
Officer details are public data from the Companies House register.
Director · Appointed 1 September 2019
British
Born March 1989 (37)
Director · Appointed 1 January 2018
British
Born July 1984 (42)
Director · Appointed 9 November 2016
British
Born February 1986 (40)
Director · Appointed 29 April 2009
British
Born September 1979 (47)
Officer history (2 former)
1 September 2019
2 July 2018
1 January 2018
9 November 2016
14 May 2010
29 April 2009
29 April 2009
29 April 2009
Ownership 1 active
People and entities with significant control, from the Companies House PSC register
Corporate entity · Notified 6 April 2016
Owns 75–100% of shares
Holds 75–100% of voting rights
Right to appoint and remove directors
Ltd
Reg. no. 09682229
Holdings 2
Companies where Cooper Associates Wealth Management Limited is registered as a person with significant control
Owns 75–100% of shares
Active
Owns 50–75% of shares
Status not confirmed
Financials
Figures from 2024 accounts. Newer accounts, made up to 31 December 2025, are filed but not read yet. See them on Companies House
- Net Assets
- £1,007,423
- Cash
- £1,043,366
- Employees
- 17
- Debt Ratio
- 91%
- Current Ratio
- 1.5x
Trend
Net Assets
Balance sheet detail
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|
| Fixed Assets | £8,002,724 | £2,955,437 | £3,395,661 | £892,789 | £1,057,303 | £1,302,297 |
| Current Assets | £3,682,366 | £2,235,249 | £2,526,511 | £4,222,857 | £1,358,435 | £1,221,512 |
| Debtors | £2,639,000 | £2,833,830 | £1,078,366 | £920,190 | ||
| Cash | £1,043,366 | £190,339 | £160,921 | £1,389,027 | £280,069 | £301,322 |
| Creditors (< 1 year) | £2,402,370 | £1,229,535 | £1,333,125 | £1,983,543 | £1,327,199 | £1,251,687 |
| Creditors (> 1 year) | £5,801,461 | £2,491,024 | £2,667,354 | £638,507 | £902,927 | £1,265,250 |
| Net Current Assets | £1,279,996 | £1,005,714 | £1,193,386 | £2,239,314 | £31,236 | (£30,175) |
| Net Assets | £1,007,423 | £925,790 | £1,377,356 | £2,493,596 | £185,405 | £6,554 |
| Shareholder Funds | £1,007,423 | £925,790 | £1,377,356 | £2,493,596 | £185,405 | £6,554 |
Filings
Recent filings only. See the full history on Companies House
| Date | Description | Made Up To | Pages | |
|---|---|---|---|---|
| 23 October 2026 | Other filing | |||
| 23 October 2026 | Other filing | |||
| 23 October 2026 | Accounts filing | |||
| 23 October 2026 | Audit exemption subsidiary accounts | 31 December 2025 | ||
| 8 May 2026 | Confirmation statement with no updates | 29 April 2026 |
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